Profit Sharing · DOL Form 5500 · 2024
Stephen J. Klein, Dds Profit Sharing Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 42nd
- Percentile by assets National rank
- $719,418
- Avg per participant High balance/head
Official DOL plan name: Stephen J. Klein, D.D.S. Defined Contribution Plan · Sponsored by Stephen J. Klein, Dds · New York · Healthcare & Social Assistance
$5M in assets, 7 participants
Stephen J. Klein, Dds's Stephen J. Klein, D.D.S. Defined Contribution Plan reported $5M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #7,650 in Healthcare & Social Assistance (16,916 peers)
Stephen J. Klein, Dds multi-year trail
Stephen J. Klein, Dds's plans moved +31.3% in assets from 2022 to 2024; this filing shows Stephen J. Klein, D.D.S. Defined Contribution Plan at $5M / 7 participants.
- #7,650
- in Healthcare & Social Assistance (16,916 peers)
- +13.3%
- assets growth YoY
Stephen J. Klein, D.D.S. Defined Contribution Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Stephen J. Klein, D.D.S. Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,035,929 42nd percentile higher than 42% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Stephen J. Klein, D.D.S. Defined Contribution Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stephen J. Klein, D.D.S. Defined Contribution Plan is a micro filing (7 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Stephen J. Klein, D.D.S. Defined Contribution Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 113535551 · Stephen J. Klein, Dds PY 2024 · Profit Sharing
Stephen J. Klein, D.D.S. Defined Contribution Plan · $5M · 7 · 42nd
- RANK $5M
- PHOTO 7
- IND 42nd
- EOY Profit Sharing
- 5500 near Newman and Caribe Profit Sharing Retirement Plan
- ASSETS ind #7650
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in New York →
Stephen J. Klein, D.D.S. Defined Contribution Plan in the asset neighbourhood
Stephen J. Klein, Dds multi-year asset trail
Sponsor-wide plan assets over time
All Stephen J. Klein, Dds plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 31.267355178343397% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $4M |
| 2023 | 1 | 7 | $4M |
| 2024 | 1 | 7 | $5M |
Stephen J. Klein, Dds filing trail (2024)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $593K |
| Employer EIN | 113535551 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.3B · 18,200
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $2.1B · 3,278
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.8B · 5,817
- The Research Foundation for the State University of New York Retirement Plan $1.3B · 9,758
- Rochester Regional Health 403(b) Defined Contribution Plan $987M · 15,432
Stephen J. Klein, D.D.S. Defined Contribution Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Newman and Caribe Profit Sharing Retirement Plan in OH ($5M); by covered participants it is A&a Outdoors Inc. Retirement Plan in TN (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.